Supporting the worthy missions of charitable foundations and churches by helping manage their assets so they can continue to focus on their purposeful missions.
The Creech Schwartz Private Wealth Management Group delivers a high level of expertise in managing the assets of foundations and non-profit organizations. Our team collaborates with their directors, board members and other professional advisors such as trustees, attorneys and CPAs to monitor expenses and adhere to a fiduciary standard of care. We can help in many different areas including developing and updating Investment Policy Statements, continually monitoring and analyzing fund assets to help support the continued accomplishment of your foundation or non-profit organization’s mission, grant administration and attending annual meetings. We are proud to play such a meaningful role in the financial well-being of worthwhile organizations dedicated to strengthening their communities and improving the lives of its people.
Strategic Partnerships
The Creech Schwartz Private Wealth Management Group can provide access to lending and banking services through Wells Fargo Bank. We can refer you to local professionals from The Private Bank, specialists who can offer you customized services, including wealth planning, lending, and fiduciary services.
As a nonprofit organization, you serve your community and the causes that are important to you with care and compassion, and seek to make a positive difference in the lives of others. Through understanding your objectives, we can help you create a comprehensive intentional giving plan to bring your charitable vision to life and help you achieve your strategic charitable goals. We offer comprehensive trust administration and investment management services for public charities and foundations. Additional specialized administrative services are also available including planned giving administration, fund accounting, grant administration and tax preparation.